Yamano Holdings (7571 JP) Surges 49% Following Strong Earnings and Strategic Acquisition
Dividend reinstated in 2025
Shares of Yamano Holdings soared by 49% today, driven by a combination of strong annual earnings, a resumed dividend, and the announcement of a strategic acquisition in the rapidly growing fashion reuse market.
The company reported a significant improvement in profitability for the fiscal year ending March 2025. EBITDA rose by 66.7%, and operating profit tripled, supported by cost controls and steady revenue growth (+0.9%). Most notably, after reporting a loss last year, the company returned to a positive net profit of ¥41 million, restoring investor confidence.
For the first time in years, the company announced a dividend of ¥1.00 per share, signaling management’s confidence in sustainable profitability. Looking ahead, the dividend is projected to increase to ¥1.50 next fiscal year, supported by a bullish net profit forecast of ¥320 million (+665%).
Fueling investor enthusiasm further was the planned acquisition of New York Joe Exchange, an iconic vintage clothing brand with locations in trendy areas like Shimokitazawa and Shibuya. The deal aligns perfectly with Yamano’s strategy of driving growth through both business succession M&A and organic expansion. Leveraging strong brand synergies, a distinctive in-store experience, and a loyal, social media–savvy customer base, the acquisition promises immediate commercial and strategic value.
Finally, analysts see this combination of profit recovery, dividend reinstatement, and market expansion as a turning point for Yamano. In an era where sustainability, reuse, and lifestyle consumption are increasingly important, the company appears well-positioned to deliver lasting value.
At DividendJapan, we aim to highlight these opportunities and uncover hidden gems that may not yet be on your radar. Stay tuned as we explore Japan’s dividend growth stories and the next generation of market leaders! Investing in Japan isn’t for everyone, given its unique trading hours, large price swings, currency fluctuations, lot size requirements, and limited analyst coverage — yet the country also offers some of the world’s best dividend growth opportunities, with countless hidden gems waiting to be discovered.
Disclaimer: The information provided here is for informational purposes only and should not be considered financial advice. Investors should conduct their own research or consult with a financial advisor before making any investment decisions.